Latest Laraway Financial Advisors Inc Stock Portfolio

$142Million– No. of Holdings #129

Laraway Financial Advisors Inc Performance:

2026 Q1: -2.65%YTD: -2.65%2025: 19.17%

Performance for 2026 Q1 is -2.65%, and YTD is -2.65%, and 2025 is 19.17%.

About Laraway Financial Advisors Inc and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Laraway Financial Advisors Inc reported an equity portfolio of $142.3 Millions as of 31 Mar, 2026.

The top stock holdings of Laraway Financial Advisors Inc are AAPL, VB, VB. The fund has invested 8% of it's portfolio in APPLE INC and 4.8% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off NEXTERA ENERGY INC (NEE), ADVANCED MICRO DEVICES INC (AMD) and PAYPAL HLDGS INC (PYPL) stocks. They significantly reduced their stock positions in GOLDMAN SACHS GROUP INC (GS), PFIZER INC (PFE) and INTEL CORP (INTC). Laraway Financial Advisors Inc opened new stock positions in SANDISK CORP and ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to CHEVRON CORP NEW (CVX), AB ACTIVE ETFS INC and SELECT SECTOR SPDR TR (XLB).

Laraway Financial Advisors Inc Equity Portfolio Value

Last Reported on: 14 May, 2026

Laraway Financial Advisors Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Laraway Financial Advisors Inc made a return of -2.65% in the last quarter. In trailing 12 months, it's portfolio return was 18.36%.

Performance
S&P 500

New Buys

Ticker	$ Bought
sandisk corp	702,051
ishares core s&p total u.s. stock market etf	213,133

New stocks bought by Laraway Financial Advisors Inc

Additions

Ticker	% Inc.
chevron corp new	43.23
ab active etfs inc	26.49
ab active etfs inc	20.78
select sector spdr tr	19.28
spdr ser tr	13.96
first tr exchange-traded fd	13.49
rbb fund trust	9.55
j p morgan exchange traded f	7.85

Additions to existing portfolio by Laraway Financial Advisors Inc

Reductions

Ticker	% Reduced
goldman sachs group inc	-29.41
pfizer inc	-26.64
intel corp	-23.83
exxon mobil corp	-21.67
cvs health corp	-21.5
merck & co. inc.	-20.91
spdr ser tr	-20.46
western digital corp	-19.4

Laraway Financial Advisors Inc reduced stake in above stock

Sold off

Ticker	$ Sold
nextera energy inc	-814,285
paypal hldgs inc	-229,318
advanced micro devices inc	-237,289
fair isaac corp	-169,062

Laraway Financial Advisors Inc got rid off the above stocks

Sector Distribution

Laraway Financial Advisors Inc has about 54.5% of it's holdings in Others sector.

Others
Technology
Communication Services
Healthcare
Consumer Defensive
Consumer Cyclical
Industrials
Financial Services
Energy

Sector	%
Others	54.5
Technology	16.6
Communication Services	7
Healthcare	5.1
Consumer Defensive	4.4
Consumer Cyclical	3.8
Industrials	3.3
Financial Services	3.1
Energy	1.4

Market Cap. Distribution

Laraway Financial Advisors Inc has about 46.1% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
MEGA-CAP
LARGE-CAP

Category	%
UNALLOCATED	53.8
MEGA-CAP	34.7
LARGE-CAP	11.4

Stocks belong to which Index?

About 44.5% of the stocks held by Laraway Financial Advisors Inc either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500

Index	%
Others	55.5
S&P 500	44.5

Top 5 Winners (%)		%
WDC	western digital corp	51.5 %
VLO	valero energy corp	50.0 %
XOM	exxon mobil corp	36.5 %
XLB	select sector spdr tr	33.0 %
CVX	chevron corp new	28.8 %

Top 5 Winners ($)		$
VLO	valero energy corp	0.4 M
WDC	western digital corp	0.4 M
LRCX	lam research corp	0.4 M
COST	costco wholesale co	0.2 M
WMT	walmart inc	0.2 M

Top 5 Losers (%)		%
NVO	novo-nordisk a s	-27.1 %
COF	capital one finl corp	-24.1 %
ORCL	oracle corp	-23.7 %
MSFT	microsoft corp	-22.8 %
ADP	automatic data processing in	-21.0 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.1 M
AAPL	apple inc	-0.8 M
VB	vanguard index fds	-0.7 M
GOOG	alphabet inc.	-0.4 M
LLY	lilly eli & co	-0.4 M

Laraway Financial Advisors Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Laraway Financial Advisors Inc

Laraway Financial Advisors Inc has 129 stocks in it's portfolio. About 37.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VLO was the most profitable stock for Laraway Financial Advisors Inc last quarter.

Last Reported on: 14 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.98	44,726	11,350,900	reduced	-4.48

ABBV	abbvie inc	0.22	1,468	319,188	reduced	-16.92

ABC	cencora inc	0.66	3,000	942,462	reduced	-4.76

ACES	alps etf tr	0.22	14,018	320,419	added	0.02

ADP	automatic data processing in	0.14	955	194,037	unchanged	0.00

AFL	aflac inc	0.26	3,400	373,014	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.64	20,803	906,791	added	0.46

AIRR	first tr exchange-traded fd	0.31	6,375	435,273	added	2.43

AMD	advanced micro devices inc	0.00	0.00	0.00	sold off	-100

AMZN	amazon.com inc	1.34	9,158	1,907,340	reduced	-8.03

BA	boeing co	0.16	1,138	226,496	reduced	-8.08

BALL	ball corp	0.15	3,576	211,377	unchanged	0.00

BBAX	j p morgan exchange traded f	0.99	27,861	1,410,040	added	7.48

BBAX	j p morgan exchange traded f	0.54	13,531	766,925	added	7.85

BIL	spdr ser tr	1.36	64,477	1,938,810	added	0.17

BIL	spdr ser tr	1.09	60,718	1,555,590	reduced	-0.02

BIL	spdr ser tr	0.96	14,420	1,363,860	reduced	-11.58

BIL	spdr ser tr	0.47	7,375	674,960	reduced	-0.16

BIL	spdr ser tr	0.41	20,104	583,627	added	0.51

BIL	spdr ser tr	0.40	7,198	569,039	added	13.96